Purchases and Sales Made in Q2 2022 in Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM) during Q2 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC U.S. MID-CAP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
BUY
|
- |
63+ 0.39% |
$3.84K - $4.81K
|
16.3K
$450K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.34% |
$3.72K - $4.66K
|
18K
$499K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
58+ 2.0% |
$3.53K - $4.43K
|
2.97K
$82.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
56+ 0.68% |
$3.41K - $4.28K
|
8.24K
$228K
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
56+ 0.29% |
$3.41K - $4.28K
|
19.1K
$530K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
56+ 1.24% |
$3.41K - $4.28K
|
4.59K
$127K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
52+ 0.3% |
$3.17K - $3.97K
|
17.2K
$476K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$3.05K - $3.82K
|
50
$1.38K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
50+ 0.31% |
$3.05K - $3.82K
|
16.3K
$452K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
44+ 28.76% |
$2.68K - $3.36K
|
197
$5.45K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42New |
$2.56K - $3.21K
|
42
$1.16K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
39+ 5.58% |
$2.38K - $2.98K
|
738
$20.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38+ 50.67% |
$2.31K - $2.9K
|
113
$3.13K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.43% |
$2.13K - $2.67K
|
8.14K
$225K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 0.47% |
$1.83K - $2.29K
|
6.4K
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
30+ 0.45% |
$1.83K - $2.29K
|
6.71K
$186K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.44% |
$1.52K - $1.91K
|
5.68K
$157K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$1.52K - $1.91K
|
25
$692
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
24+ 0.32% |
$1.46K - $1.83K
|
7.62K
$211K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
20New |
$1.22K - $1.53K
|
20
$554
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20+ 0.32% |
$1.22K - $1.53K
|
6.27K
$173K
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
19+ 0.41% |
$1.16K - $1.45K
|
4.68K
$129K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.48% |
$1.1K - $1.38K
|
3.75K
$104K
|
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
18+ 0.45% |
$1.1K - $1.38K
|
4K
$111K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
17+ 0.46% |
$1.04K - $1.3K
|
3.74K
$103K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15+ 0.34% |
$914 - $1.15K
|
4.47K
$124K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
12+ 0.04% |
$731 - $917
|
32.7K
$904K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.27% |
$670 - $840
|
4.1K
$113K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 1.29% |
$548 - $688
|
709
$19.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.31% |
$426 - $535
|
2.26K
$62.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.44% |
$365 - $458
|
1.38K
$38.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.43% |
$365 - $458
|
1.41K
$39K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4+ 0.43% |
$244 - $306
|
936
$25.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4New |
$244 - $306
|
4
$111
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.56% |
$244 - $306
|
713
$19.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$244 - $306
|
7.68K
$212K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.06% |
$183 - $229
|
4.83K
$134K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.07% |
$183 - $229
|
4.57K
$126K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $229
|
11.4K
$317K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$122 - $153
|
1.56K
$43K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.57% |
$122 - $153
|
352
$9.74K
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$122 - $153
|
11.7K
$324K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2+ 0.31% |
$122 - $153
|
638
$17.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.45% |
$60.9 - $76.4
|
70
$1.94K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.17% |
$60.9 - $76.4
|
605
$16.7K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.28% |
$60.9 - $76.4
|
357
$9.88K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.29% |
$60.9 - $76.4
|
347
$9.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.01% |
$60.9 - $76.4
|
12.5K
$347K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$60.9 - $76.4
|
1
$27.7
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$122 - $153
|
8.4K
$233K
|